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WAYFINDING FINANCIAL, LLC
CRD 306208 · SEC 801-118057
19020 33RD AVENUE W, SUITE 390, LYNNWOOD, WA, 98036, United States
Phone
425-361-0707
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$353.5M
Discretionary AUM
$353.5M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 266 | $82.1M |
| High net worth individuals | 95 | $270.6M |
| Charitable organizations | 1 | $595K |
| Corporations/business entities | 2 | $162K |
States served
AZ, CA, ID, NE, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD